CB Financial Advisers

With offices in Worthing, Brighton and Gatwick, we provides expert advice to clients across the South Coast. Visit us on:

[CB Financial Advisers @cbfadvisers]

⚠️Our Twitter account is no longer active ⚠️

Connect with us on our other platforms for real-time updates and quick responses. We appreciate your understanding and look forward to engaging with you there! See our other channels below 👇

https://t.co/MyFpwKg64r

[CB Financial Advisers @cbfadvisers]

We're kicking off #2023 by restarting our ‘5 minutes with…’ series, where we get to know members of our great team. This week, we've taken some time out to meet Sales Support, Della Murdoch.

Click the link below to find out more about Della: https://t.co/KLZfYd2Cd9

[CB Financial Advisers @cbfadvisers]

A very Merry Christmas and a Happy New Year, from all of us at Carpenter Box Financial Advisers.

For opening hours click here: https://t.co/b6KSTAQQwn

#merrychristmas #happyholidays #worthing #carpenterboxfa

[CB Financial Advisers @cbfadvisers]

To mark the passing of HM Queen Elizabeth II, we will be closed on Monday 19th September. Out of respect, this week we will limit our social media posts. However, we are still working with clients as normal.

Our offices will be open as normal on Tuesday 20th September.

[CB Financial Advisers @cbfadvisers]

Contributions into a #pension can be made by the individual, an employer or a third party. But how much can an individual contribute to a pension? And what is the annual allowance?

Learn more about your pension here: https://t.co/O3K6qXHTaG

#financialadvice #carpenterbox

[CB Financial Advisers @cbfadvisers]

Do you know what options are available to you with your pension savings at retirement? Our #webinar is designed specifically for people to learn about the benefits of later life income and ask experienced professionals questions. Register your FREE place: https://t.co/38jrg2rmZe

[CB Financial Advisers @cbfadvisers]

Are you on track to reach your #retirement goals?

Why not grab the opportunity to ask experienced professionals questions with our 'Cutting the jargon from pensions' #webinar.

Click here to register your FREE place: https://t.co/38jrg2IXQM

[CB Financial Advisers @cbfadvisers]

#Retirement may seem a long way off and not feel like a priority especially when you’re facing soaring #livingcosts. Read our latest #blog to see why you should keep up the pension habit: https://t.co/OG6r2hX08P

[CB Financial Advisers @cbfadvisers]

In the 2020-21 tax year HMRC collected £5.4 billion in inheritance tax, an increase of 4% on the 2019-20 tax year.

Find out how you could reduce your potential inheritance tax bill here: https://t.co/MKHxs6TzZ0

[CB Financial Advisers @cbfadvisers]

On 21st July 2022, NS&I announced across the board increases in the interest rates offered on their different savings products. But is this the best option for your cash?

Read more here: https://t.co/vl7wqhdhmZ

[CB Financial Advisers @cbfadvisers]

Carpenter Box Financial Advisers (CBFA) are delighted to have elected Tom Reed, a chartered financial planner with 15 years of industry experience, to its board of directors.

#congratulations #carpenterboxfinancialadvisers

https://t.co/mQCGbRgDAD

[CB Financial Advisers @cbfadvisers]

Ross Baumann delivered a great presentation on the importance of #pension & #retirementplanning over at our Chichester office in @Rume2uk.

If you're looking to learn about the benefits of proper pensions practice, you can contact our dedicated team: https://t.co/2QVDICEKOj

[CB Financial Advisers @cbfadvisers]

📣 We currently have an exciting career opportunity for an experienced Sales Support/Financial Services Administrator to join our Sales Support team!

Click this link to find out more: https://t.co/Heb2ecMAUF

#hiring #cbxcareers #carpenterbox

[CB Financial Advisers @cbfadvisers]

It’s thought that up to around 21,000 people in the #UK have fallen victim to this #scam. Learn more about what it is, their methods and how to protect yourself here: https://t.co/7E3mqQf0hu

#financialadvice #carpenterboxfa

[CB Financial Advisers @cbfadvisers]

📢The Retirement Gym #podcast is back! Roy Thompson sits down with John Whyte an Equity Release Specialist to discuss what equity release, the different variations, common uses and when equitability is not suitable for you. Take a look:
https://t.co/k3HRdm9Ztt

[CB Financial Advisers @cbfadvisers]

On the 16th June 2022 the Bank of England Monetary Policy Committee raised the base UK interest rate for the fifth consecutive time.

Click on the link to find out more about this: https://t.co/INYXhKjmUH

[CB Financial Advisers @cbfadvisers]

Going from two incomes to one when separating can be extremely daunting; especially if you haven’t always had a hand in managing the finances.

Find out more about the things to consider here: https://t.co/bPmgloWmx1

[CB Financial Advisers @cbfadvisers]

Planning for what you are going to need to spend in your retirement is so important. So having a plan in place such as a pension is a great way to save money for your future.

See why understanding cashflow modelling during retirement is so important: https://t.co/w2itT06xzg

[CB Financial Advisers @cbfadvisers]

Pensioners are being urged to check whether they are eligible to apply for Pension Credit. This is a benefit which ensures pensioners receive a guaranteed minimum level of income. See who is eligible here:https://t.co/DHZxZxVTih

#pension #pensioncredit #financialadvice

[CB Financial Advisers @cbfadvisers]

In September 2021 the Government announced a 1.25% increase in #nationalinsurance contributions (NICs) to take effect from 6th April 2022.

Learn how you can combat the national insurance increase below: https://t.co/UU4TadNtSq